Invoice Approvals (Mobile)

  • Updated on Feb 5, 2026
  • Published on Jul 10, 2024
  • 2 minute(s) read
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AP invoices can be managed from the R365 Mobile App. Users can review AP invoices and linked purchase orders, add and edit comments to invoices, and manage attached files before approving the invoice.

Learn how to review and approve AP Invoices via web. 

Security

Users with at least ONE of the following Permissions will be able to access the AP approvals - Invoices screen:

  • Accounts Payable → AP Invoices → Approve AP Invoices

  • General Ledger → Journal Entries → Approve AP Journal Entries 

  • Food → AP Invoices → Approve AP Invoices

Visibility within the AP approvals list will be based on their respective permissions:

  • To view AP Invoices:

    • Accounts Payable → AP Invoices → View AP Invoices Within Accounting OR

    • Food → AP Invoices → View AP Invoices Within Food

  • To view Journal Entries:

    • General Ledger → Journal Entries → View AP Journal Entries

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Menu

  1. Select More from the bottom tab bar.

  2. Select Invoice approvals.

AP Approvals Shortcut

Users with BOTH ‘Approve AP Invoices’ and ‘Approve AP Payment Runs’ Permissions will be able to access the AP Approvals shortcut:

  1. Select Dashboard from the bottom tab bar.

  2. Tap the AP Approvals shortcut.

  3. Select Invoices.

Invoices Screen

Button/Field

Description

1

Back button

Returns to the previous screen.

2

Quick Filters

Filters the Invoices screen to show only the selected transactions and deselects the filter when tapped again. Filter options include:

  • My Approvals – When Workflows is enabled, displays all unapproved transactions assigned to the user and waiting for approval.

  • Overdue – Displays all unapproved transactions waiting for approval beyond their due date.

  • Due Today – Displays all unapproved transactions with an approval due date of the current day.

  • This Week – Displays all unapproved transactions with an approval due date within the next seven days.

3

Unapproved tab

Displays all unapproved transactions.

4

Approved tab

Displays all approved transactions.

5

Search

Filters transactions based on the entered characters.

6

Filter Menu

Opens the filter menu to sort transactions by:

  • Location

  • Type - AP invoice or Journal entry

  • Vendor

  • Date range

  • Assignment - Assigned to me or Unassigned

7

Transaction

Displays the transaction details, including:

  • Transaction type (AP Invoice or Journal entry)

  • Value

  • Vendor name

  • Location

  • Document date

Tap a transaction to open the transaction details screen.

When Workflows is enabled, the user's profile icon will appear next to the transactions assigned to the user.
A screenshot of a phone number Description automatically generated

Manage AP Transactions

Select a transaction from the Invoices screen to review and edit the transaction details.

Review a Linked Purchase Order

Tap the linked PO number to open the purchase order.

Manage Files

  1. Tap to open the Files tab.

  2. Tap the +Create button.

  3. Select the file type to be attached.

  4. To remove attached files, swipe the file to the left and select the trashcan icon.

Approve/Unapprove Transactions

Tap the Approve/Unapprove button on the transaction details to update the transaction. Learn more about approving and unapproving transactions.